How I Can Help

We can help you reduce these risks through a wide
range of services and solutions, including:

Retirement Planning

Review goals

Determine which retirement accounts are appropriate for you

Determine and strategize for a lifetime income stream

Social Security Optimization

Monitor and review for life changes

Financial Strategies

Review goals

Create custom-tailored financial strategies

Implement strategy

Track progress

Rebalance and revise for life changes

Insurance Reviews

Annuities

Life

Disability

Long-Term Care

Medicare Supplement

Final Expense

Tax Planning

Review goals

Opportunities to reduce or eliminate taxes

State specific tax information

Tax Preparation

Estate Planning

Review goals

Inventory your assets and their value

Create wills and trusts

Select beneficiaries and guardians

Monitor and review for life changes

Employee Benefits

Group life insurance

Group health insurance

Group supplementary insurance

Defined benefit plans

401(k) plans

Education Planning

Review goals

Understand tools that will help you save

Find the right accounts and investments

Implement strategy

Monitor and review for life changes

Long-Term Care Planning

Individual plans

Assest based long-term care

Life insurance based long-term care

Disclosure

This information is provided as general information and is not intended to be specific financial guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives.

Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Unauthorized use of the material is prohibited.

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